
Satori Pricing & Rate Intelligence
by Bodhi Solutions
Satori Pricing & Rate Intelligence is a cloud-based platform developed for law firm pricing and billing teams, focused on ensuring alignment between fee agreement terms and billing system data to reduce revenue leakage across the client agreement lifecycle.
Key Features & Functions:
Centralized Fee Agreement Repository
Satori maintains a single record of detailed fee arrangement terms accessible to pricing, billing, e-billing, finance, and other relevant teams. Users can attach engagement letters and outside counsel guidelines and perform dynamic search across practices and client sectors.
Automated Deadline & Expiration Notifications
The platform generates automated alerts for upcoming agreement expirations, rate adjustment dates, and submission deadlines to reduce missed pricing events.
Billing System Validation
Satori provides visibility into billing setup structures across all clients and matters, enabling users to drill down to the timekeeper level and identify discrepancies between fee agreement terms and billing system configurations.
AI-Assisted Agreement Ingestion
The platform includes an AI-enabled feature to streamline creation of new fee agreement records from source documents, reducing manual data entry.
Rate & Matter Analytics
Dynamic search and filtering tools allow users to analyze rate accuracy across matters, identify special rates, and evaluate billing setup consistency by multiple criteria.
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